Michele Holton
WealthFolio Advisors · Sonoma, California
Michele Holton is a fee-only financial advisor at WealthFolio Advisors in Sonoma, California. Michele focuses on retirement planning and tax planning. WealthFolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | WealthFolio Advisors |
|---|---|
| Based in | Sonoma, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $51.1M across 276 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2162301 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wealthfolioadvisors.com |
| Profile |
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Questions about Michele
Is Michele Holton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele holds no broker registration, and WealthFolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michele charge for financial advice?
Michele's firm, WealthFolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Michele charge?
According to WealthFolio Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Michele Holton based?
Michele Holton is based in Sonoma, California.
What does Michele specialize in?
Michele's specialties include retirement planning and tax planning. Michele works with retirees, pre-retirees and mid-life transitions.
Is Michele Holton registered with the SEC?
Yes. Michele Holton is registered as an investment adviser representative in CA (CRD 2162301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthFolio Advisors manage?
WealthFolio Advisors reports $51.1M across 276 accounts in assets under management.
How do I contact Michele Holton?
Through Michele's website, wealthfolioadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthFolio Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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